Trilogy Financial

  • Financial Services
  • Irvine CA
  • 159 employees
  • Financial Services
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Company Overview

Headquarters
2601 Main St., #100, Irvine CA
Website
trilogyfs.com
Email
an****@trilogyfs.com
Phone
(949) 221-8105
Employees
159
Founded in
1999
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Trilogy Financial

Trilogy Financial is a privately owned financial planning company headquartered in Irvine, California. Established in 1999, the company employs 159 individuals. Trilogy Financial provides objective and independent financial planning services nationwide. They offer a variety of financial services to their clientele. Trilogy Financial distinguishes itself through its comprehensive training program and dedicated support staff. This commitment to professional development extends to both experienced advisors and new representatives entering the financial services industry. The company's strong work ethic and dedication to excellence have resulted in a number of awards, reflecting recognition from both industry peers and community organizations. For more information about Trilogy Financial, visit their website at http://www.trilogyfs.com.

Company Leadership

Kevin Mackintosh

Executive Vice President

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Jeff Motske

President and CEO

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FAQ

What is the location of Trilogy Financial's headquarters?
The headquarters of Trilogy Financial are situated at 2601 Main St., #100, Irvine CA
What is Trilogy Financial's phone number?
Trilogy Financial's contact number is (949) 221-8105.
What is Trilogy Financial's official website?
The official website of Trilogy Financial can be found at trilogyfs.com.
What is Trilogy Financial's current revenue?
As of March 2024, Trilogy Financial's annual revenue reached $50B.
How many employees does Trilogy Financial currently have?
Trilogy Financial employs approximately 159+ people as of March 2024
Which industries is Trilogy Financial primarily operating in?
Trilogy Financial operates in the following industries: Finance, Credit
Who is the Executive Vice President of Trilogy Financial?
Trilogy Financial's Executive Vice President is Kevin Mackintosh
When was Trilogy Financial founded?
Trilogy Financial was founded in 1999.

Employee Directory

Key Employees

Michael Broker

Executive Vice President

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Jonpaul Mastropaolo

Data Support Technician

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Justin Tyrrell

Financial Advisor

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Gary Klein

Training Manager

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Derrick Blanchette

VP of Wealth Planning

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Brandi Moore

Personnel Hiring Coordinator

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Steve Motske

Systems Manager

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Monica Lewis

Marketing Manager

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